For JobTread users in the trades
Your JobTread jobs say one thing. Your bank account says another.
The short answer
JobTread tracks the job. QuickBooks is what your bank, lender, bonding agent, and CPA rely on — and when the two don't agree, every number gets questioned. We keep QuickBooks in lockstep with your JobTread projects: job costs coded to the right project, deposits and draws recorded against the job, a per-job P&L every month. Fixed monthly pricing starting as low as $600, books closed by the 15th. Serving JobTread users nationwide.
Founder, Accelerate Business Solutions · Published September 28, 2026 · Last updated September 28, 2026
Sound familiar?
The jobs are won. The numbers are still a fight.
JobTread and QuickBooks tell different stories
Job budgets live in JobTread, but the books never match them — so you can't fully trust either one when it's time to bid, borrow, or bond.
Profit per job is a guess
Labor and materials get coded inconsistently in QuickBooks, so the job that looks profitable in JobTread quietly loses money once the real invoices land.
You're the bridge between two systems
Evenings spent re-keying invoices, chasing deposits, and reconciling what JobTread says against what the bank says — instead of running the company.
Deposits and draws recorded as lump income
Customer payments landing as plain revenue make early phases look profitable and late phases explode. Without job-matched billing, cash flow lies to you.
Sub and supplier invoices with no job attached
Invoices coded to overhead or a generic expense account make every per-job number in both systems a rough estimate instead of a fact.
Busy, cash-rich, profit-poor
The schedule is full and the account looks healthy — but without a per-job P&L, you can't say which work is funding the company and which is eating it.
Trusted by business owners who run on real numbers
How to do bookkeeping as a JobTread user
The workflow is the same whether you run three jobs or thirty. Most JobTread users get step one right and lose the value at steps three and four.
1. Mirror every JobTread project as a job in QuickBooks
Each active JobTread project becomes its own job in QuickBooks Online. This is the foundation — without it, every per-job number you'll ever want is already gone.
2. Split direct costs from overhead
Materials, labor, subs, permits, and equipment are direct costs of a specific job. Overhead — office, insurance, software — stays separate. Mixing them makes every margin a guess.
3. Code every invoice and payroll dollar to its job
Each bill and payroll allocation lands on the JobTread project it belongs to. This is the discipline step — the coding choices made here decide whether per-job profit is real.
4. Record deposits and progress billing against the job
Customer payments matched to the phase they fund, so reports show earned revenue. Early phases stop looking profitable on cash that's really funding later work.
5. Close the month with a per-job P&L
Every account reconciled, every job tallied. You see profit by project — not one lump number for the whole company.
6. Grade finished jobs against their JobTread budget
Actuals compared line by line to the estimate at completion. Your next bid gets built on evidence instead of memory — that's the compounding payoff.
The bookkeeping mistakes that cost JobTread users the most
- JobTread budgets with no matching job structure in QuickBooks, so nothing reconciles
- Deposits and progress billing recorded as lump income instead of job-matched revenue
- Sub and supplier invoices coded to overhead instead of the job they belong to
- Field labor sitting in a generic payroll expense instead of allocated to projects
- Change orders living in JobTread but never reflected in the books
- No budget-vs-actual review at completion, so the next bid repeats the last loss
Should you outsource bookkeeping if you run jobs in JobTread?
A full-time in-house bookkeeper runs roughly $55,000–$75,000 a year once benefits and payroll taxes are counted, and most trade businesses under $10M in revenue don't have forty hours a week of bookkeeping work to hand them. Outsourced bookkeeping gives you books that match your JobTread jobs at a fixed monthly fee, from someone who already knows job costing, progress billing, and 1099s. Keep it in-house when daily transaction volume is high and your people already code jobs cleanly.
What you get every month
Bookkeeping built around your JobTread jobs.
A generalist bookkeeper categorizes what hits the bank. We run your books the way a JobTread user needs them run — every cost tied to its project, every month closed on schedule.
QuickBooks matched to JobTread
Every JobTread project mirrored as a job in QuickBooks, so budgets and books share one structure.
Job costs coded to the right project
Materials, labor, subs, and equipment assigned to the JobTread job they belong to — the day they happen.
Profit per job & customer
A per-job P&L every month, graded against the JobTread budget. See which work earns, which drains, and which to stop bidding.
Deposits, draws & progress billing
Customer payments recorded against the job, so reports show earned revenue — not just cash collected.
AR / AP & subcontractor 1099s
Who owes you, who you owe, and vendor 1099s handled — no January scramble.
Books closed by the 15th
Every transaction categorized, every account reconciled — reports in your hands on a set date, every month.
Signs your books and JobTread have drifted apart
- A job's JobTread budget and your QuickBooks numbers never reconcile
- You can't name your most profitable project from last year
- Deposits and progress billing blur together as plain income
- Sub and supplier invoices sit in overhead instead of on a job
- Your CPA asks per-job questions neither system can answer
Who this fits
- Trades and construction companies running jobs, budgets, and schedules in JobTread
- Owners doing $250K+ a year with QuickBooks Online behind or mismatched
- Anyone tired of re-keying the same numbers into two systems
- Teams that want profit per job, not one lump P&L
- Owner-led companies who want a real person, not a call center
Fixed monthly pricing starting as low as $600, based on transaction volume and active jobs. You'll get an exact number on the first call — not a range that grows later.
Questions JobTread users actually ask
Do you work in JobTread itself?
We treat JobTread as your job system and QuickBooks Online as the books of record. You keep running jobs, budgets, and schedules in JobTread the way you already do — we structure QuickBooks so every job cost lines up with your JobTread projects, and we reconcile the two every month. You stop being the bridge between two systems.
We already track costs in JobTread. Why do we need a bookkeeper too?
JobTread tracks the job; QuickBooks is what your bank, lender, bonding agent, and CPA rely on. When the books lag or don't reconcile, every JobTread number gets questioned. A bookkeeper keeps the books accurate, coded to the right jobs, and closed on a set date — so JobTread's numbers and your P&L tell the same story.
How do you do bookkeeping for a JobTread user?
Six steps, in order: (1) mirror your JobTread projects as jobs in QuickBooks Online; (2) split direct costs — materials, labor, subs — from overhead; (3) code every invoice and payroll dollar to the matching JobTread project; (4) record customer deposits and progress billing against the job, not as lump income; (5) reconcile the month with a per-job P&L; (6) grade each finished job against its JobTread budget so the next bid is built on evidence.
Does JobTread do bookkeeping?
No. JobTread is project management and job costing — it tracks budgets, schedules, estimates, and customer communication. It doesn't reconcile bank accounts, run payroll, record sales tax, or produce the balance sheet and P&L your CPA files from. Most JobTread users pair it with QuickBooks Online and need someone keeping that side accurate.
Should I outsource bookkeeping if I run my jobs in JobTread?
Outsource when per-job numbers matter more than the hours cost. A full-time in-house bookkeeper runs roughly $55,000–$75,000 a year with benefits and payroll taxes, and most trade businesses under $10M don't have 40 hours a week of bookkeeping work. An outsourced specialist who reads JobTread gives you books that match your jobs at a fixed monthly fee. Keep it in-house if your daily volume is high and your people already code jobs cleanly.
My books are months behind. Can you catch me up?
Yes. Catch-up and cleanup is routine work here, quoted as a one-time fixed project after we look at one month of your books — not an hourly meter. Then monthly service keeps you current, with every job cost reconciled to your JobTread projects from the month we start.
What does it cost?
Fixed monthly pricing starting as low as $600, depending on transaction volume and how many active jobs we're tracking. No hourly billing. One job-cost report that shows which projects actually pay usually changes your bidding more than the fee.
Do you work with companies outside my state?
Yes — we serve JobTread users nationwide, entirely remotely, in QuickBooks Online. Your books, your file, your data — accessible to you and your CPA from anywhere.
Keep reading:
- Construction bookkeeping services — job costing, WIP schedules, and retainage for GCs and builders.
- Job costing in QuickBooks Online — the full setup guide, step by step.
- Bookkeeping & job costing for contractors — the full picture for the trades, all in one place.
- Job costing in QuickBooks: a contractor's guide — the five-step setup that shows which jobs actually make money.
- How much does bookkeeping cost in 2026? — DIY vs. full-time hire vs. fractional, with real numbers.
Client results
What owners say after the books are handled
Shannon got our books cleaned up and finally showed us which jobs were actually making money. We stopped guessing on bids and our margins went up because of it.
Having Shannon handle the bookkeeping took a huge weight off. Everything is closed on time, the numbers make sense, and I get my evenings back instead of fighting QuickBooks.
Shannon helped me clean up a year of QuickBooks financials and get me on the right track to be able to see clean financials after going through a few other bookkeeping companies. Finally found one that does what they say they will, and their end of month reporting analysis is better than any of the others I've used.
Make your books agree with your jobs.
Free 30-minute consult. We'll open your QuickBooks and one JobTread job side by side and show you exactly where the numbers stop agreeing — and what it would take to fix it.
Book your free consult